The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Charlie Christensen comes to Alaska USA from Utah, where he provided holistic financial planning to credit union members.
Charlie understands the importance of creating individualized plans to help members meet their goals because different stages of life require strategies tailored to match. He helps members navigate a diverse array of financial products and services to meet needs such as retirement planning, IRA transfers and 401k rollovers, insurance protection, inheritances and charitable giving, and college savings plans.
Charlie likes to spend his free time cooking, hiking, kayaking, and four-wheeling with his wife.
View the background of Charlie Christensen on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-4026977.1-1221-0124 Exp 1/23/2024
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